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Readysell will not track progress of your project week by week. Readysell will just check you have completed and signed off on each of the conversion checklists. While Readysell will not set a go live date until the stage 1 and stage 2 checklists are signed off.
You still should have your own week by week plan for the project with a target conversion date in mind. Overwise Otherwise your project can drift without the focus you get by targeting a date. The target date is just for your purposes, generally it does not matter if you are not ready by the specified date, but having a target will help you keep pushing time into self training and other tasks you need to perform.
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The first thing we need to do is read, review and agree to all the points on the aims and budgeted ours on the stage 0 checklist. You need a plan of action first before you can start allocating your time. Then work out when you want to action each of the items on the stage 0 checklist.
From this you can build a weekly plan and a target ready to go live date. You need to consider that you need to get your stage 1 and stage 2 checklists completed a few weeks before your preferred go live date. Then talk to Readysell to plan stage 3 of the project and to set an agree go live date. The go live date will be a Saturday in most cases.
- We will setup a Readysell system for you, ensure Readysell can be accessed from a number of your computers and convert data from your existing system into the Readysell system
- One of our support team members will help you check the imported data before we start training
- Di on our support team will contact you about scheduling in a Financials engagement meeting
- Sharon on our training team will contact you about scheduling in a Project engagement meeting and a training engagement meeting
- Agree on a Readysell site visit early in the project to help kick start your training and preperationpreparation
- Agree on Readysell site visit on the conversion weekend and all other elements of the conversion budget
- If you are an Office Brands dealer, organise a onboarding phone discussion with Geoff, a office brands principal who helps new dealers prepare to get the best from the conversion from a dealer perspective
- Complete the stage 0 planning checklist. See:Stage 0 Readysell project planning checklist
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- Agree the project plan in the stage 0 checklist with Readysell. Ensure the expected budget and your staff commitments are acceptable.
- Review and update your stage 0 checklist. If all stage 1 and/or stage 2 on the stage 0 checklist are signed off. Contact Readysell and organise organize a planning review meeting with Readysell.
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- Sharon on our training team to schedule in a:
- for very small sites, a phoned based Project engagement meeting with you, allow 2- 3 hours. We normally do this in the afternoon after most of the orders for the day have been shipped.
- for medium to large sites, a on site Project engagement meeting with you, allow 2 days.
- Project Engagement Meeting
- You will need to schedule in some time for Readysell to help you complete the Readysell stage 1 data conversion checklist
- Send you the stage 1 data review checklist and help you understand what is involved with completing the checklist. See:
- Stage 1 Customer Verification Checklist
- Help you complete the Customer stage 1 data conversion checklist
- Run you and if possible one other team member at your business through a few parts of the “introduction to Readysell” training program. The purpose being to show you enough about navigating around Readysell that you can complete the stage 1 data review checklist. See, as optional reading
- What do I get for my data conversion
- Readysell Data Conversion
- Readysell Implementation
- We can explain the “fail safe implementation methodology” to you. Van Redysell is to ensure you have been sent all of the project documentation, such as the shared priorities checklist and that you understand the purpose of each of the project documents. See:
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- Sharon and Di to schedule in project, financial and training engagement meetings within a week
- Review and update your stage 0 checklist. If all stage 1 and/or stage 2 on the stage 0 checklist are signed off. Contact Readysell and organise organize a planning review meeting with Readysell.
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- Sharon on our support team to schedule in a training engagement meeting with you, allow 2 hours in the afternoon. See:
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- We need to agree the project budget including all costs such as training and site visits
- Sharon and Di to help you get the budget for training and financials agreed. It is looking like you are going to exceed the 8 hours included. Adding up planning sessions, training time. Financial assistance is separate. We will firm this up next week
- The budget overall is currently looking as follows:
- 2 days Readysell on site for project engagement
- 2-6 datas Readysell on site for conversion weekend
- Around 5 hours’ financial implementation assistance. You will need to put quite a bit of effort in to keep the financials implementation assistance down to this level
- Around 10 hours remote training and training audit. You have 8 included hours. You will need to do a lot of self-training to keep the remote training to this level
- Thursday
- Sharon on our support team to schedule in a remote training sessions with you, showing you how to move around the system and how to use the self-training materials, allow 2 hours in the afternoon
- Friday
- Self-training for 2-3 hours in the afternoon. Try to get used to the self-training materials and process. Test your knowledge from Thursday’s session.
- Milestone: Before you complete the first weeks training, you must complete and sign off: Stage 1 Initial Data Conversion Customer Sign Off Checklist
- We need to agree the project budget including all costs such as training and site visits
- Review and update your stage 0 checklist. If If all stage 1 and/or stage 2 on the stage 0 checklist are signed off. Contact Readysell and organise organize a planning review meeting with Readysell.
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- Monday
- Sharon on our support team to schedule in a remote training sessions with you, allow 1.5 hours in the afternoon. Including more on using training videos and the training guide
- Tuesday
- Monday
- Self-training. Note it is critical that you have USB headphones on a number of your computers,that your staff know how to access the Readysell training guide and that your staff know how to run the training videos from our training guide. See:
- Wednesday
- Sharon on our support team to schedule in a remote training sessions with you, allow 1.5 hours in the afternoon
- Thursday/Friday
- Self-training
- Review and update your stage 0 checklist. If all stage 1 and/or stage 2 on the stage 0 checklist are signed off. Contact Readysell and organise organize a planning review meeting with Readysell.
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- Review and update your stage 0 checklist. If all stage 1 and/or stage 2 on the stage 0 checklist are signed off. Contact Readysell and organise organize a planning review meeting with Readysell.
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- Note: stage 3 should be started by this point.
- Friday preperation review day
- Saturday, data checking day
- Milestone. You must complete and sign off on the : Stage 3 Conversion Weekend Transactions and History Customer Sign Off Checklist
- Sunday, training day and readiness review
- Monday, go live
- Procedure specified as per go live weekend in the failsafe fail safe implementation methodology. See:
- Fail Safe Implementation Methodology
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- There has to be a plan for what happens next after Readysell goes live. Installing Readysell is just the start, to get the best results for your business, we need to keep on activating new features and new practices in your business as you move towards best practice
- If you are an Office Brands dealer, organise organize a whats next phone discussion with Geoff, a office brands principal who helps new dealers take on board the idea of keeping forward towards best practice once the initital initial Readysell 8 conversion is complete
- A few weeks after the system goes live, you have to start gradually implementing some of the more advanced features of
- Readysell. So that you don't get stuck at the level you were on the first day of implementation:
- Post implementation plan to be completed with the assistance of Geoff Kindred, Office Brands and Readysell. Including:
- Special reports
- Stocktake
- Mobile picking
- etc, etc.
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- Just for discussion purposes. You might perform the following budgeting process preparing to complete the stage 0 checkist checklist when planning the project and before work starts.
- The example below is for discussion purposes only. Your business requirements are unique, you may need a totally different plan, especially if you are a Readysell Go site:
- Greg handles costs and charges. Greg needs us to agree on a training and implementation budget, at least in draft form, so that he can estimate costs and charges.
- Planning the Readysell on site staff over the course of the project and the training generally follows a standard procedure. We find investing in training before the conversion will help you get the most out of the system and will make the conversion as stress free as possible for you and your customers.
- We can’t firm up the budget until the project engagement work above is complete. But just for discussions sake, let’s say you run with one Readysell team member on site for two days over the conversion weekend. This would result in the following conversion budget:
- Say 4 Readysell implementation team days on site
- Perhaps for example around 5 hours’ financial implementation assistance. You will need to put quite a bit of effort in to keep the financials implementation assistance down to this level
- Perhaps for example Around 10 hours remote training and training audit in addition to any included ours. Lets say for example you have 8 included hours. You will need to do a lot of self-training to keep the remote training to this level
- You could work out your draft budget using a method like that shown below:
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